CREATIVE PLANNING, LLC

CREATIVE PLANNING
OVERLAND PARK, Kansas·17 registered advisors·CRD# 105348
SEC# 801-1856479(866) 909-5148
01

Firm Overview

AUM
$175.3B
Regulatory assets under management
Employees
1319
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CREATIVE PLANNING, LLC

17 registered advisors
Ajay Kumar Gupta
OVERLAND PARK, Kansas
Alexander George Mallouk
OVERLAND PARK, Kansas
Anthony Jay Robbins
OVERLAND PARK, Kansas
Charles Christopher Cox
LEAWOOD, Kansas
Chatten Walker Scruggs
OVERLAND PARK, Kansas
David John Kaye
OVERLAND PARK, Kansas
James Andrew Dewitt
LEAWOOD, Kansas
James Lewis Battmer
OVERLAND PARK, Kansas
James Richard Williams
OVERLAND PARK, Kansas
Jane Bryant Quinn
LEAWOOD, Kansas
Jonathan David Clements
OVERLAND PARK, Kansas
Jonathan Michael Knapp
OVERLAND PARK, Kansas
Kenneth Richard Pyle
OVERLAND PARK, Kansas
Lee Richardson
OVERLAND PARK, Kansas
Molly Marie Rothove
OVERLAND PARK, Kansas
Peter Alex Mallouk
OVERLAND PARK, Kansas
Ramesh Babu Poola
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
14 advisors
LEAWOOD, Kansas
3 advisors

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Data sourced from SEC Form ADV filings. CREATIVE PLANNING, LLC (CRD# 105348) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.